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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,127 |
SBHU LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $18,393 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $12,786 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,118 | $89,436-70.8% | $164,813-84.2% | $77,643-66.4% |
| Participation rate | 55.6% | 78.6%-23.0pp | 78.6%-23.0pp | 70.6%-15.0pp |
| Annual return | 14.02% | 28.83%-14.8pp | 69.93%-55.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $859 | $2,569-66.6% | $4,341-80.2% | $2,726-68.5% |
| Participant deferral / active EE | $3,258 | $4,897-33.5% | $6,031-46.0% | $4,647-29.9% |
| Admin fee / account holder | $206 | $339-39.5% | $12,690-98.4% | $430-52.2% |